+18.7%
HOOD vs SOFI
-25.1%
+43.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.8% |
| 7D | +17.1% | +0.9% | +16.2% | +16.5% |
| 30D | +31.6% | -0.2% | +31.7% | +32.8% |
| 3M | +38.2% | +6.2% | +32.0% | +31.0% |
| 6M | +48.5% | -2.6% | +51.1% | +51.3% |
| YTD | +8.0% | -30.4% | +38.4% | +37.6% |
| 1Y | +18.7% | -28.2% | +46.9% | +63.8% |
| All | +18.7% | -25.1% | +43.8% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOFI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling